Nasdaq - Delayed Quote USD

Columbia Select Large Cap Growth Inst2 (CGTRX)

9.78
+0.04
+(0.41%)
At close: 8:09:12 AM EDT
Loading Chart for CGTRX
  • Previous Close 9.74
  • YTD Return -6.80%
  • Expense Ratio 0.69%
  • Category Large Growth
  • Last Cap Gain 57.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 686.21M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend --
  • Inception Date Oct 2, 2024

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks of U.S. and foreign companies that have market capitalizations, at the time of purchase, in the range of companies in the Russell 1000® Growth Index.

Columbia Threadneedle

Fund Family

Large Growth

Fund Category

686.21M

Net Assets

2024-10-02

Inception Date

Performance Overview: CGTRX

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Trailing returns as of 5/6/2025. Category is Large Growth.

YTD Return

CGTRX
6.80%
Category
12.38%
 

1-Year Return

CGTRX
4.95%
Category
41.70%
 

3-Year Return

CGTRX
11.74%
Category
22.56%
 

5-Year Return

CGTRX
11.28%
Category
21.98%
 

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Holdings: CGTRX

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Sector Weightings

SectorCGTRX
Technology   38.52%
Healthcare   12.10%
Industrials   8.31%
Real Estate   3.26%
Utilities   0.01%
Energy   0.01%

Recent News: CGTRX

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Research Reports: CGTRX

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